Responsibilities
- Take over Ownership of Recurring Reporting: Learn the ins and outs of our recurring reporting set, including the hows and whys, data challenges, and insights deliverables.
- Streamline and Automate Recurring Reporting: Identify and implement strategies to streamline and automate our existing reporting processes.
- Administer Compensation and Awards Plans: Update Presidents Club Leaderboard and compile annual awards data; administer Sales SPIFs; compile and submit monthly incentives and sales contest compensation.
- Monitor Performance and Share Insights with Sales Leadership: Review sales performance data and trends, and share them with sales leaders and managers to inform their focus and sales strategies.
- Analyze Performance Trends and Create Forecasts: Analyze and communicate larger sales performance trends, strategic insights, and forecasts to leadership, managers, and other stakeholders on a monthly basis, driving the overall success of the Sales Department.
- Support Test and Learn Initiatives: Support sales pilot programs (e.g., new sales strategies, tools, incentive plans) from a testing and data perspective to draw data-backed conclusions on their effectiveness.
- Perform Ad-Hoc Analysis: Perform in-depth sales analysis and leverage findings to optimize sales effectiveness, productivity, and overall business performance.
Requirements
- 2+ years of experience as a business analyst, data analyst, sales operations analyst, finance analyst, or related role.
- Expert-level skills with Microsoft Excel/Google Sheets required (complex nested IF statements, XLOOKUP, INDEXMATCH, macro creation, array formulas, ability to build dynamic and automated dashboards and visualizations with slicers, etc.).
- Experience streamlining and automating Excel/Google Sheets reporting required.
- Experience cleaning and validating data to ensure data accuracy required.
- Bachelor’s degree in Analytics, Finance, or other technical field required.
- Tableau/PowerBI/Looker experience (building dashboards, including tables and visualizations) required.
Nice to Have
- SQL experience
Benefits
- medical
- dental
- vision
- commuter benefits
- flexible time-off policy
- paid parental leave
- 401k match for US employees
- wellness reimbursement
- volunteering days
- annual professional development budget
- charitable donation match
Work Arrangement
Hybrid
Additional Information
- Mission driven company: Forward is a trusted source of fast, flexible funding for small businesses that have often been underserved by traditional financing options. When you join the team, you will help ensure all small businesses have access to the financial support they need to succeed.
- Flexibility is a top priority: Our employees are empowered to choose where they want to work (whether that’s from home, in the office, or a combination of both) with flexible hours.
- Experience evaluating unique problems, collaboratively creating solutions, drafting project plans and delivering effective new business processes.
- Self-starter, confident, with strong attention to detail and an ability to apply your analytical mind to solving problems.
